My Background

Bill Neely, Agent, CLTC, LUTCF

Joanne Advisor

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company.

I am proud to be a lifelong resident our Statesville, NC  community and have a vested interest in seeing my friends and neighbors succeed. I have many of the same hopes and aspirations as my clients and I'm happy to share all of the resources and information New York Life has to offer. 

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, generating retirement income, caring for an aging relative, estate tax and wealth transfer planning, charitable planning, business succession and nonqualified executive benefit planning along with simple to sophisticated life insurance planning.

I am a licensed insurance agent with New York Life Insurance Company and a registered representative with NYLife Securities. I have been awarded  the CLTC designation by the Corperation for Long Term Care's Board of Standards and hold a Life Underwriter Training Council Fellow designation awarded by The American College along with the National Association of Insurance & Financial Advisors. I hold a BA from Catawba College and a graduate of New York Life's award winning training program, NYLIC University. Most importantly, I have an available team of advisors and product specialists along with our advanced planning group that is made up of veteran professionals with years of practical experience as lawyers, accountants and financial specialists.  All available to help you.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. Then we plan together and put strategies in place so those dreams may become realities. I truely love what I do and would be honored to help you and your family in any way possible. Please feel free to call us any time. 

 

Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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